“训练为王”终结：AI推理新浪潮，英伟达谷歌华为切换赛道

21世纪经济报道04-24

在AI算力需求结构重构、争夺推理时代入场券的竞赛中，国产算力厂商正加大押注力度。市场共识已经形成，AI推理的转折点已经到来。英伟达创始人兼CEO黄仁勋提出，AI推理的规模，很快将达到训练负载的十亿倍。 AI推理芯片企业曦望董事长徐冰认为，2026年AI推理计算需求将达到训练需求的4—5倍，推理算力租赁价格半年涨幅近40％。市场调研机构IDC则预计，到2028年推理工作负载占比将达到73％。随着...

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Cloud Next26大会上，谷歌发布第八代TPU的两款新品，面向训练的TPU 8t与面向推理的TPU 8i，这也是TPU历史上首次按训练／推理拆分架构。\n其中，TPU 8i颇受外界关注，该芯片瞄准AI实时推理需求，发力多智能体协同等复杂应用场景，为实现更快的任务响应，TPU 8i着重优化了内存配置与片内数据吞吐能力，降低数据传输延迟，并提升了多芯片间的通信效率。\n据谷歌介绍，得益于架构优化，TPU 8i在推理环节的性价比提升了近80％，这意味着在同等算力成本下，企业将能够支撑更大规模的AI并发调用需求。\n谷歌云AI与基础设施高级副总裁兼首席技术官Amin Vahdat指出：“随着人工智能代理的兴起，我们认为，如果芯片能够根据训练和服务的需求进行个性化定制，那么整个社区将会受益。”\n海外巨头动作频频，国产算力厂商亦紧跟技术趋势。观察来看，中国公司并未简单跟随海外巨头路径，而是结合自身的技术底座与国内应用场景，走出了满足本土需求的差异化发展道路。\n目前，中国AI训练与推理需求正迎来爆发式增长，全国算力总量已跃居全球第二，全球占比超过30％。国际知名投资研究机构伯恩斯坦（Bernstein）指出，以华为升腾、寒武纪思元系列为代表的国产AI芯片正加速崛起，行业地位持续攀升。\n技术上，华为在推理产品上体现了Prefill（预填充）－Decode（解码）分离思路。\n寒武纪则强调训练与推理一体化的架构与生态。寒武纪在硬件端迭代至第五代MLUarch微架构，7nm思元590芯片集群FP16算力2.048PFLOPS，支持Chiplet异构集成与MLU－Link8卡互联，性能对标国际主流；新一代微架构及指令集持续研发，重点优化大模型训练推理场景。\n寒武纪的技术路线有两个关键支点。一是自研指令集，公司自2016年起已迭代至第四代商用指令集，同一套指令集同时支持训练和推理，覆盖云边端不同场景，这为其构建统一软件生态提供了底层基础。二是训推一体的软件平台Cambricon Neuware整合了底层软件栈，并与TensorFlow、PyTorch等主流框架深度融合，以缩短用户从模型研发到部署的周期。在客户侧，思元590已在互联网大厂的千卡级集群中商用部署。\n除了华为和寒武纪，其他国产厂商也在推理赛道上展开差异化布局。摩尔线程等公司则围绕通用GPU路线持续推进，在推理场景中重点突破多卡互联和软件工具链领域的技术瓶颈；曦望等AI芯片企业则瞄准细分场景，提高效率降低成本，例如推荐系统、长上下文推理、端侧部署等，试图在巨头主导的通用市场之外寻找市场机会。\n更关键的挑战在生态。CUDA经过近二十年积累，已构建起涵盖编程模型、核心库、分布式框架、优化工具、推理引擎和主流框架原生支持的完整体系，这也是英伟达最深的护城河。华为去年宣布CANN编译器和Mind系列套件于2025年底前完成开源，寒武纪也在持续开放NeuWare工具链，意图正是降低开发者迁移门槛。\n（作者：彭新 编辑：倪雨晴,朱益民）\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：江钰涵","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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